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Search for "accounts" returned 81 results.
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Import Contacts from Office 365 into Gold-Vision
...the options in the list to update the Contact. Close modal Alternatively, select multiple contacts to update and then click to import all either as Accounts or Leads into a...
Generic Phone Integration Overview
...phone call from within Gold-Vision is quick and easy! Once configured, you can simply click on a phone number linked to one of your accounts or contacts and your phone...
Lead Forensics Integration Overview
...Powerful insights The integration with Lead Forensics automatically matches website visit activity to existing leads and accounts inside Gold-Vision, giving you the power to quickly identify the businesses that visit...
Loqate Address Lookup Integration Overview
Close modal Gold-Vision’s integration with Loqate allows you to get the best address data every time. Address verification from Loqate makes adding addresses to accounts and contacts a breeze...
Microsoft Dynamics NAV Integration Overview
Close modal With the Dynamics Nav integration, you can synchronise your customers, products, and quotes with Gold-Vision. Your accounts’ key financial information, such as quote, sales order, credit memo and...
Microsoft SharePoint Online Integration Overview
...such as activities and projects, contacts, and accounts. Easy file viewing and editing – Gold-Vision allows users to view a list of files and folders from linked Sharepoint Online folders....
QuickBooks Online Integration Overview
...your transaction history from QuickBooks Online into Gold-Vision Import tax codes from QuickBooks Online into Gold-Vision Import foreign currencies from QuickBooks Online into Gold-Vision Customer integration Create Gold-Vision Accounts that...
Sage 50 Integration Overview
Close modal With the Sage 50 integration, you can synchronise your customers, suppliers, products, and transaction history with Gold-Vision. Your accounts’ key financial status becomes available within CRM. The...
Facebook Integration Overview
...your followers When integrated with Facebook, your CRM can effortlessly allocate touch point scores to accounts, contacts, suppliers, leads and prospects. All of this helps you to understand and measure...
Configuring Modern Authentication for Office 365
...accessible here – https://aad.portal.azure.com/#view/Microsoft_AAD_IAM/ActiveDirectoryMenuBlade/~/RegisteredApps) Close modal 8. Select New Registration 9. Enter an Appropriate name e.g. ‘Gold-Vision Exchange Access’ then select ‘Register’. In this case we would select ‘Accounts in...